Companies
Earnings call briefs
Short briefs GetSignal writes with AI from a company's earnings call: what its executives said beyond the results release, with their exact words. Newest first.Short briefs GetSignal writes with AI from a company's earnings call, newest first.
248 briefs from 210 companies newest call first
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Fortinet expects fourth-quarter non-GAAP EPS of $0.93 to $0.95
Fortinet also said it expects 2027 service revenue to grow at a higher rate than in 2026.
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Canadian Pacific Kansas City expects full-year capex of about $2.65 billion
That is 15% below last year, and the company said its long-term capex range is $2.6 billion to $2.8 billion.
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T-Mobile US now expects 2026 service revenues of approximately $76.8 billion
The company also now expects postpaid ARPA growth of approximately 3.5%, up from 2.5% to 3%, and Q4 postpaid organic service revenue growth of approximately 7%.
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FedEx expects calendar 2026 adjusted free cash flow of approximately $4 billion
The company said on the call that it continues to expect $3.9 billion of calendar 2026 capital expenditures, 90% of it maintenance or efficiency related.
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Viking Therapeutics expects average cash use of around $100 million a quarter
CFO Gregory Zante also said general and administrative expense should be fairly flat near term, probably picking up closer to commercialization.
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Ford Motor targets next-year profitability roughly in line with this year
Ford Motor said the outlook reflects investment in future growth, substantial external cost pressures and continued operating improvements.
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Amphenol sets fourth-quarter outlook, assuming constant exchange rates
Amphenol said it expects fourth-quarter sales of $10.3 billion to $10.5 billion and adjusted EPS of $0.81 to $0.83, assuming current market conditions and constant exchange rates.
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GSK now expects up to GBP 1 billion of charges in 2026
GSK also said it expects 2026 EPS growth in the low half of its guidance range.
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GE Vernova says it has signed a $9 billion deal to acquire Trench Group
The company said it expects Trench revenue to approach $2 billion in 2028, after the expected close.
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Mirion Technologies targets approximately $125 million of large awards in Q4
Mirion Technologies said it expects fourth-quarter organic growth of mid single digits plus in medical, and high teens plus in nuclear and safety including Paragon's December results.
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Teradyne expects fourth-quarter gross margin of 57.5% to 58.5%
Chief Financial Officer Michelle L. Turner said full-year 2026 gross margin will be about 59.4%.
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Automatic Data Processing raises fiscal 2027 client funds interest forecast
The company also said it now forecasts Employer Services pays per control growth of around 1% for fiscal 2027, improved from a prior outlook of 0% to 1%.
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American Electric Power expects rate base to reach $162 billion by 2031
The company said it expects rate base growth above 13% a year, up from 11% in its prior 2026 through 2030 capital plan.
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Biogen now expects approximately $50 million of acquired IPR&D in Q4
Biogen said it expects fourth-quarter VUMERITY revenue to be roughly flat sequentially or up approximately a mid single digit percentage from the prior-year quarter.
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Equinor raises 2026 production growth guidance to around 4%
Equinor said it now expects 2026 cash flow from operations of around $29 billion at current forward prices, up from $25 billion.
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UBS Group plans $1.2 billion of buybacks to complete its current program
UBS Group said it expects its CET1 ratio to be at or very close to 14% at year-end.
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Seagate Technology Holdings expects to raise buybacks from calendar 2027
Seagate Technology Holdings said it expects December-quarter non-GAAP operating margin towards the mid-50% range, based on the revenue guidance midpoint.
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LPL Financial Holdings plans $300 million of buybacks in fourth quarter
President and Chief Financial Officer Matthew Audette said October organic growth is expected to be in the zone of 3%.
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Visa expects fiscal 2027 adjusted net revenue to grow in the low double digits
Visa also expects fiscal 2027 adjusted EPS growth in the low double digits to low teens.
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Celestica expects net cash use in 2027 and capex of $1.5 billion to $2 billion
For the fourth quarter, Celestica expects revenue of $6.275 billion to $6.575 billion and adjusted EPS of $3.37 to $3.57.
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Ares Capital says it obtained a $750 million upsize to a funding facility
Ares Capital expects the upsized commitment to close upon the MFIC acquisition, subject to customary closing conditions.
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Boeing narrows 2026 free cash flow outlook to approximately $2 billion
Boeing said its targets put 2027 free cash flow at about $3 billion and assume 777-9 certification by midyear 2027.
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Nucor raises towers and structures EBITDA outlook to about $200 million
Nucor said it has announced a combined $165 million of investments to raise capacity at its Indiana and Alabama facilities by about 50%.
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AllianceBernstein Holding says it expects higher fiscal 2026 performance fees
AllianceBernstein Holding said it narrowed its full-year non-compensation expense outlook to $620 million to $635 million, from $620 million to $640 million.
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Hilton Worldwide Holdings expects fourth-quarter RevPAR growth of 3% to 3.5%
Hilton Worldwide Holdings also gave fourth-quarter adjusted EBITDA of $1.047 billion to $1.067 billion and diluted EPS adjusted for special items of $2.32 to $2.38.
How these are written
- The source: the company's own earnings call. A brief says what its named executives added beyond the results release, and what they say is attributed to them or to the company.
- The quotes: each one is an executive's exact words, checked word for word against the call before the brief is shown.
- The checks: each brief is written by GetSignal with AI and checked against the call before it is shown.
- The date: the day of the call. Not investment advice. A brief reports what the company said, its outlook included; it is not a view on the stock.
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